See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,552 | $100,852-1.3% | $90,404+10.1% | $158,922-37.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.96% | 1724.20%-1721.2pp | 1293.02%-1290.1pp | 302.83%-299.9pp |
| Employer contribution / active EE | $1,941 | $3,689-47.4% | $3,262-40.5% | $4,761-59.2% |
| Participant deferral / active EE | $10,071 | $4,348+131.6% | $3,963+154.1% | $5,982+68.3% |
| Admin fee / account holder | $413 | $6,501-93.7% | $5,611-92.6% | $11,246-96.3% |